Liontrust Sust Fut Mgd 6 Net Acc

Fund

Fund Info

  • Yield History1.12%
  • 3 Year sharpe1.58
  • 3 Year alpha5.36
  • Distribution Typeaccumulation
  • BenchmarkNot Benchmarked
  • Legal StructureOpen Ended Investment Company
  • Fund Size (month end)Open Ended Investment Company
  • OCF0.92%
  • SectorMixed Investment 40-85% Shares
  • Manager GroupLiontrust
  • DomicileUnited Kingdom
  • ISINGB00B8FDBQ23

Investment Strategy

The Fund aims for long term capital appreciation and income. It invest in any of the following financial instruments in order to achieve its investment objective: transferable securities, money-market instruments, units in collective investment schemes, deposits and derivatives and forward transactions. Typically, between 45% and 85% of the Net Asset Value of the Fund will be invested in global equities with up to 55% of the Net Asset Value of the Fund being invested in bonds and cash.